Configure E-Consent

Overview

The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, you'll have access to different company settings, overrides, and users.

 

Among these settings, you'll have access to edit the verbiage of the e-consent that each borrower will agree to (based on settings) in each team's application. 

 

How to Set Up

From the team pipeline, choose the team name in the upper right-hand corner and select the option to navigate to the Company Dashboard:

 

 

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Navigate to Company Settings and then Basic Settings:

 

 

 

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Navigate to Consent to Do Business Electronically and select the option to View and Edit E-Consent Notice:

 

 

 

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Enter your own e-consent in the text field and make adjustments as needed using the toolbar near the top. Make sure you select Save to confirm your changes once you're done:

 

Note: If nothing is listed in the field, this means you are using our standard e-consent verbiage.

 

 

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Success! The e-consent listed will go out for all future requests for your whole company level.

 

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